Youreka aligns your company’s sales and promotion goals with the growth strategies of your key accounts to ensure a mutually beneficial relationship. Use historical data to build comprehensive account plans that drive high-value activities to improve sales and customer satisfaction.
Identify high value targets to pitch promotions and track the success of activities across all key accounts. Arm field reps with the tools they need to pitch the right promotions at the right time, ensure compliance with standards, and collect insights to drive future strategies.
Youreka directs high value activities and data collection at the customer’s site around in areas such as product placement, pricing and promotion activity. Reps can even gather data about competitor presence to relay back to management to improve corporate strategy.
Youreka simplifies site visits by enabling reps to take photos, make adjustments, perform service requests, and ensure compliance and consistency.
Youreka prompts field reps to check the availability of product stocks in stores to help prevent OOS scenarios. Collecting inventory data over time allows your company to better understand and predict how products move off the shelf.
Youreka offers a better way for you to collect data and interact directly with your customers in the field level. Conduct satisfaction surveys, solicit feedback, and even offer personalized promotions with links to forms from a QR code.
No more guesswork. Get the Salesforce data you need, when and where you need it. Youreka’s entirely native solution means that the data collected never leaves your instance so you can continuously capture insights, access data and provide the 360-degree view that keeps your business moving.
Leverage Salesforce native reporting capabilities to improve upon existing reports or create new reports and dashboards based on data captured in Youreka. Design reports that impact decisions made at the strategic level as well as the decisions made in the field.
Don’t rely on spotty Wi-Fi or data connection to conduct your store visits. Youreka’s mobile app lets you collect data offline and sync back to Salesforce when you regain connectivity. Youreka also works seamlessly in Salesforce1, letting you launch forms from actions, toggle between Salesforce records and access Salesforce data in real time.
No need to have a developer on standby, Youreka’s intuitive UI lets you quickly build forms on the fly, make changes to or new versions of templates, sunset old store visit forms and easily map to fields inside of Salesforce, all with a simple drag and drop interface.